whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building tip-modal tip-question-mark
Mini parker evans profile pic copy
Successful Portfolios LLC
Clearwater, FL

Parker Evans

Independent Personal Financial Advisor with Extensive Experience and Top Credentials.
Score:
--

Meet Parker

Hello from Parker - Parker Evans
Hello from Parker - Parker Evans
Parker's Bio - Parker Evans
Parker's Bio - Parker Evans
Your Risk Tolerance - Parker Evans
Your Risk Tolerance - Parker Evans
Parker Channels JP Morgan - Parker Evans
Parker Channels JP Morgan - Parker Evans
Independence Matters – Parker Evans
Independence Matters – Parker Evans
Investor Behavior - Parker Evans
Investor Behavior - Parker Evans
Women and Investing - Parker Evans
Women and Investing - Parker Evans
The 4% Rule - Parker Evans
The 4% Rule - Parker Evans
Asset Allocation Explained - Parker Evans
Asset Allocation Explained - Parker Evans
How to Reduce Your Taxes - Parker Evans
How to Reduce Your Taxes - Parker Evans
How to Avoid Dogs - Parker Evans
How to Avoid Dogs - Parker Evans
Training, Skill, Timing - Parker Evans
Training, Skill, Timing - Parker Evans
Video Transcripts

Parker Evans, CFA, CFP, CMT, President and Founder of Successful Portfolios LLC, is a licensed 30-year professional. Parker's credentials include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Chartered Market Technician (CMT). Parker graduated from Eckerd College with a B.A., majoring in Economics. He earned an MBA from Nova Southeastern University. Successful Portfolios is an authorized, independent Registered Investment Advisor at Charles Schwab, TD Ameritrade, and Interactive Brokers.

Parker Evans, CFA, CFP, CMT, President and Founder of Successful Portfolios LLC, is a licensed 30-year professional. Parker's credentials include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Chartered Market Technician (CMT). Parker graduated from Eckerd College with a B.A., majoring in Economics. He earned an MBA from Nova Southeastern University. Successful Portfolios is an authorized, independent Registered Investment Advisor at Charles Schwab, TD Ameritrade, and Interactive Brokers.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Estate Planning

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Hourly
Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CFA® - Chartered Financial Analyst®

Memberships

CFA Institute - Chartered Financial Analyst Institute

Spinner Loading...